Our Services

Advisory Services

Crawford, Smith and Swallow has the experience and resources available to assist businesses with the preparation of feasibility studies and financial forecasts for expansions, acquisitions or new business ventures. Our firm has provided these services for over 70 years and have made representations on behalf of our clients to prospective vendors, purchasers and financial institutions.

We can provide assistance during the planning, evaluation, financial and commitment stages of a client's project to ensure that short-term and long-term goals are met.

Crawford, Smith and Swallow has the expertise to assist your business in operational and management structuring. We can provide additional emphasis in areas such as the timely monitoring of revenues and costs, and co-ordinate that process with budgeting and cash flow analysis as an effective management tool.

Crawford, Smith and Swallow has the experience to provide clients with personal advisory services in the areas of investment portfolio analysis, asset management, wealth accumulation, risk and liability management, and other related financial planning services.